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20130113
20130121
Search Results 0 to 11 of about 12 (some duplicates have been removed)
stronger in the second half. >> for the economy? i think we have to divorce the economy from the market. >> have we been price thatting that out? >> we have to be clear that markets are totally different from the economy. for the markets, we're looking at 2% scenario. scenario a would be similar to 2012 where i think actually the economy doesn't do that well. the first half is difficult. second half is a bit better. we've still got the fed printing 5 billion a month. we could see a rerun of 2012. maybe mid to single high digit returns. >> did you get exposure of citi to bofa here? >> we wouldn't be. we're taking a little bit of money off the table or indeed i think we did. the level of implied volatility makes perfect sense here. >> we'll leave it here for now. thanks very much. over to you, ross. >> kelly, thanks for that. so we are just about an hour and 20 minutes into the trading day here in europe. you can see advancers just about outpace decliners by a ratio of 6 to 4 and we're up near the high point of the session which has dragged us back into prospect on that particular indices
including leadership quite honestly, larry, on the economy because a bad economy, unfortunately, doesn't give us the resources we need to allow for better interventions, let's say in mental health. let's look at a fellow democrat, the democrat from colorado who came out with a proposal to stream line their processes for identifying people who may be dangerous to themselves and others and also bolster mental health measures and initiatives. >> lars larson you're going to pose everything. what do you want? >> here's the problem. the president shamelessly surrounds himself with children and used them as props. ben seems uninformed on this. this young man didn't buy his firearm. he stole it from his mother after murdering his mother. the president's proposed bill to congress to ban the manufacture and sale of new sporting rifles, semiautomatic rifles and large capacity magazines wouldn't have done a darn thing to stop sandy hook or aurora, colorado. it would have done nothing. >> let me ask you this. if it were in effect -- now i don't even know, there's issues about pistol grips and there
to the strength of the global economy no, airline can afford to cancel an order with boeing. airbus sold out for years. and you can't get back in the queue if you cancel. you will be stuck with older, less fuel efficient planes to deal with a higher priced oil environment when you can fill every seat have you and then some. boeing, the single greatest short of our lifetime, frankly, actually rallied 92 cents today. a bear's worst nightmare, which, of course, is there for the single best possible dream. for a bull. now, let's extrapolate the story. we were suppose supposed to have a horrendous, hideous economy. those guys real downers. why? washington gridlocked, confidence down, horrible down there. president, republicans, care less about the economy. supposed to be crushed, absolutely annihilated about worries of the upcoming debt ceiling and laid to waste by the end of the tax holiday. rich people stopped dead in their tracks by new tax hikes. one so steep we were supposed to switch to peanut butter and jelly sandwiches rather than dining at three-star restaurants. pass the skippy, keep th
now that the global economies are recovering. if you heard schlumberger and ge today, both companies on their conference calls, talked about china being probably the best area for activity 2013. and i think that's very exciting, and that's the reason -- one of the main reasons why you want to be buying this market if you do get a little bit more volatility over the next week. in addition, i think the u.s. continues to do pretty well, too. so i like the market, and on volatility we're buying it. >> so, we've got an economic story that seems to be better from the macro point of view, dean. and by the way, i should point out this market rocketed at the end of the day, settled up 53 points on the dow jones industrial average. what does the macro story look like you to right now? >> the macro story is considerably better than it's been over the past couple of years, pes legs with the european contagion story. not done but off the table for now. obviously things like the debt ceiling and the dysfunction in washington are reasons for concern, but i think one of the factors that's underpinni
. that means the lending is not going on. we're still at increasingly a low economy. if you buy back the dell, you don't go to the banks anymore. you find other sources of money. i think that the financial story and economic story is saying this is not the kind of financial environment that leads to rapid growth. >> interesting. >> okay. >> you tied it in to dell and jpmorgan and everything else. excellent. larry, thank you. >> my pleasure. >> join us tomorrow. "squawk on the street" begins right now. >>> good wednesday morning. welcome to "squawk on the street." i'm melissa lee with carl quintanilla, and jim cramer and david faber at the new york stock exchange. stocks had a pretty nice day yesterday. the s&p closed at five-year highs. we are looking to the down decide this morning. the dow looking to lose about 62 at the open. the picture in europe, a couple of downgrades for gdp forecasts from both the german government and world bank. italy is down by 1.5%. road map this morning starts off with the banks and earnings. jpmorgan higher. goldman sachs at 18-month highs. >> japan airlines gro
. >>> onto the debt ceiling. the deadline approaching so it washington on the verge of killing an economy that many people think is actually experiencing a very nice little rebound? we're going to ask loan ceo jim tisch when "power lunch" returns. ♪ [ male announcer ] how do you turn an entrepreneur's dream... ♪ into a scooter that talks to the cloud? ♪ or turn 30-million artifacts... ♪ into a high-tech masterpiece? ♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> four days before the inauguration the latest nbc wall street journal poll is out with the breaking news. john harwood in washington. john? >> tyler, we've just got one question. the full poll comes out tonight but this shows you some of the difficulty president obama is going to face with this gun control issue he's pursuing. look at the public image of the national rifle association. it shows you it's a pretty tough target. at three different decision points after tragedies, columbine they had a net negative rating. at the giffords shooting it was better in early 2011
for the economy. what are you seeing? >> well, 2012 was the year housing really made its statement at its back. it's not back to where it was, but surely we can now say housing has turned the corner so that's a good thing for the economy. when housing does well, everything else seems to do well. quite a multiplier effect. in fact, there's been no recovery in this country of size or stability without housing participating or leading. energy is doing pretty well. we see some manufacturing, but to be honest about it, the recovery is still not as strong as it needs to be. there's still too much uncertainty, and there needs to be more clarify for the economy to take off. >> a really important point because i think businesses are, you know, shaping up and are currently in great shape in terms of cash on balance sheets. >> terrific. >> so they have the potential to put money to work, although that uncertainty factor is really keeping them from doing so. >> in fact, corporate balance sheets have never been better. liquidity, cash, we've grown 300 billion in core deposits in four years. you know, consumer
that president obama put them in saying they are holding the u.s. economy hostage. they are saying no. we are holding the senate hostage it a debt limit increase, that's what they have to do and we will see how far they get with the proposal. if we do a short term extension of the debt limit we are going to make it be clean without conditions. and this is what the back and forth is going to be in the parties over the next couple of weeks. >> let's talk a little bit about two other major deadlines here. does this have any impact whatsoever john as far as can you see on the the impending so-called sequestering, which i believe kicks in sometime in the next six weeks or so. and then in late march, on the idea that the government will run out of money. there will be no authorization to spend anything more and the government could functionally shut down. is that involved here at all? >> not in a formal sense. but of course all of this is linked together, what the spending plans are to come up with cuts to avoid the budget sequester which neither party wants because it affects it in is indiscri
, housing is better, you want to be invested in this economy for the next three to five years because that's where you're going to make money. you're not going to make money in fixed income. you're not going to make money focusing on only pure dividend stocks that are 5%, 6%. you're going to have to have companies that can grow the top lines, that have the ability to shepherd capital and really can take the consumer that is now in a better shape than the u.s. and now is getting better overseas to grow your company. >> okay. so you're talking mostly about multi national companies or -- >> multi nationals and secular growth companies. >> both? >> both, absolutely. but you want good companies with management that are just not going to sit there and do financial engineering and say, oh, we borrowed more money and because our cost of debt is lower than our dividend and we can do that. that party is over. that game is done. you really want the companies that i think if you want to beat the market and we think actually the market is going to have -- is going to grow, gives you a look at how much
are and as much as we can tell about the economy and financial sector, we will be obsessed with jamie dimon, if he didn't get as much of a bonus as normal because his pristine reputation because of the wale slipping -- thing we can find as members of the media. >> $6 million trade on a balance sheet of -- >> i don't know how much they made in spite of that. a lot. >>> speaking of the bank, another -- >> look who's here! >> and dressed normally, too. >> can we get the man a chair? he can't sit -- ♪ >> we thought you were trying on different zweaters. on a day like this, what is the right look for a young, happening, dashing -- >> what -- what -- >> you have time. don't do this to viewers. it's not that important. did you not get make-up? >> no. he didn't. >> look at -- this is natural beauty. >> you didn't shave -- you really think you need to be here that much that you can't get make-up? >> absolutely. >> taking one for the team. >> all right. >> speaking of this -- stay on us, please. morgan stanley will take -- you can get powder or something if you want. just headlines -- >> the women didn't
, you have to see the economy get better. that could happen. i'm hoping it will happened. i'm just not sure if this is the time to put new money into goldman sachs, if we're sure not sure that will play its way out. it's just a matter of, how long does it take for the uncertainty to get out of the way, so companies can get back to making acquisitions. >> jeff, do people give you a hard time when you cut the ratings and yet boost the price targets? that gets made fun of a lot. >> yeah, we do get some for it. the price target increase, it's very form layically driven. what our pick it into our what it's done over the last decades, and the price target -- i don't think 1.1 times tangible is expensive, but we do get some push back on that for sure. >> i'll bet you do. we had a discussion earlier about whether the go long money center short liegen center will last other reverse. do you have a view? >> i would expect it to last, maybe continue. the pressure is hitting the bank industry right now. i think the money center banks have a usneaks advantage to not have as much pressure and exp
Search Results 0 to 11 of about 12 (some duplicates have been removed)